Why it worked
The video effectively debunks a common misconception by providing a clear and concise explanation of different business models in the AI space, using relatable analogies like Google and social media networks.
Summary
The video explains why comparing user numbers between ChatGPT and Claude is misleading. ChatGPT, being a B2C model, relies on advertising revenue from its large user base, while Claude, a B2B model, generates revenue from fewer, higher-paying business clients.
Structure
- 1Introduction of user numbers for ChatGPT and Claude
- 2Questioning the definition of 'winning' based on user numbers
- 3Explanation of ChatGPT's B2C advertising model
- 4Explanation of Claude's B2B enterprise model
- 5Conclusion on why user numbers alone don't indicate success
Product placement
ChatGPT: Acts - it is an AI model that provides user-facing services and is compared to another AI model. Its user figures are discussed. Removing it would change the video's topic. Claude: Acts - it is an AI model that provides user-facing services and is compared to another AI model. Its user figures are discussed. Removing it would change the video's topic. OpenAI: Appears - it is mentioned as the company behind ChatGPT. Removing it would not change the video's topic. Anthropic: Appears - it is mentioned as the company behind Claude. Removing it would not change the video's topic.
On-screen text
Samay
@Samaytwit
ChatGPT weekly users: 840M
Claude monthly users: 30M
Not even close. Then why are we comparing the both?
ChatGPT has more users
So it's winning... right??
28x
more users
30M
Claude
ChatGPT
SOURCE: Busine
28
CHATGPT HAS
28 TIMES MORE
USERS
SO IT'S WINNING, RIGHT?
SURELY THE MODEL WITH
THE MOST AMOUNT
OF USERS
IS THE MOST SUCCESSFUL,
AND IT'S GONNA BE ABLE TO MAKE
AMOUNT OF MONEY, RIGHT?
Mmm, well,
CHATGPT HAS A LOT
BECAUSE IT IS A
B TO C
BUSINESS TO CONSUMER.
ANTHROPIC,
WITH THEIR CLAUDE
MODEL
THEY ARE MAINLY FOCUSED
ON SELLING TO BUSINESSES.
THAT EXPLAINS THIS DISCREPANCY
AND WHY CLAUDE
HAS FAR, FAR FEWER USERS
THAN CHATGPT
AND STILL MAKES ROUGHLY
ABOUT THE SAME AMOUNT OF MONEY.
SHIT, IT'S EVEN MORE
PROFITABLE THAN OPEN
AI
BECAUSE WITH
YOU HAVE A LOT
OF PEOPLE WHO ARE USING
BUT WHO ARE NOT
PAYING. SO YOU
NEED TO
FIND OTHER WAYS TO
MAKE MONEY
WE'VE SEEN THAT COMING
INTO ACTION
RECENTLY WITH GPT
ADS.
THIS MODEL, THE ONE
AND OPEN AI
IS MUCH CLOSER TO SOMETHING LIKE GOOGLE
OR A SOCIAL
MEDIA NETWORK.
YOU AGGREGATE ATTENTION, AND THEN YOU SELL
THAT
TO ADVERTISERS.
SO THE CUSTOMER
HERE IS THE ADVERTISER.
IT IS NOT
IT IS NOT THE USERS OF
THE AI.
WHEREAS THE MODEL WITH
CLAUDE IS VERY DIFFERENT.
THE CUSTOMERS ARE
THE USERS OF
ARTIFICIAL INTELLIGENCE,
ESPECIALLY BUSINESSES,
AND PEOPLE WORKING ON
THE API.
THIS IS ALSO WHY
THE CLAUDE FREE
PLAN IS SHIT.
Hell, the $20
A MONTH CLAUDE
PLAN IS ALSO NOT VERY GOOD.
WHEREAS CONVERSELY
THE FREE PLAN AND
A MONTH PLAN
ARE VERY GENEROUS.
IT'S BECAUSE THEY HAVE
DIFFERENT CUSTOMERS.
CUSTOMERS
CUSTOMERS WILL BE THE
ADVERTISERS,
ANTHROPIC'S CUSTOMERS
ARE THE USERS
OF ARTIFICIAL INTELLIGENCE.
REMEMBER
REMEMBER THE OLD ADAGE
IF YOU
ARE PAYING FOR SOMETHING,
YOU ARE THE PRODUCT.
SO
SO JUST COMPARING THEIR
USER FIGURES AND SAYING
ARE MUCH MORE SUCCESSFUL IS DUMB.
Original caption
Seeing ChatGPT with 28 times more users than Anthropic and calling it "winning" misses the point. ChatGPT is B2C, it aggregates attention and sells that attention to advertisers, so free tiers can be generous. Anthropic's Claude is B2B, selling to enterprises and API customers, so fewer users can mean more revenue per user. Large user numbers can hide ad-driven economics and unpaid compute costs. Don't judge success by raw users, look at who's actually paying. #learnai #ainews #aitools #ChatGPT #Anthropic